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This article describes how Microsoft Copilot capabilities in finance and operations apps are constructed, how to enable or disable these capabilities, and how to troubleshoot them.
Copilot in finance and operations apps is built from the following components:
Finance and operations apps support two fundamental types of Copilot features:
The following illustration shows the components that are needed to use Copilot sidecar features in finance and operations apps.
The following illustration shows the components that are needed to use Copilot summary and content generation features in finance and operations apps.
Some Copilot features are limited to specific data regions and languages. Region and language support is continuously growing toward global availability. For the latest availability information for each Copilot feature, see the Copilot international availability guide.
To use Copilot features in finance and operations apps, Power Platform Integration must be enabled in Microsoft Dynamics Lifecycle Services. (You don't have to enable dual-write if you don't use it.)
Usually, if Power Platform Integration is enabled, all the required Copilot features are automatically deployed to your environment. If the features don't work as expected, the information in the following subsections might help you troubleshoot any issues.
The following table lists the Dynamics 365 apps that must be present in your Power Platform environment before you can use each Copilot feature.
Copilot feature | Required Dynamics 365 app |
---|---|
Generative help and guidance and the bot for the Copilot sidecar | Copilot for finance and operations apps |
Copilot summaries in Supply Chain Management and Copilot summaries in Commerce | Copilot in Dynamics 365 Supply Chain Management |
Copilot summaries in Finance | Copilot in Dynamics 365 Finance |
Usually, all the required apps are already installed in your environment. However, if you only recently enabled Power Platform Integration for your environment, the apps might not yet be installed. To check for and install the required apps, follow these steps.
The Copilot sidecar uses conversational bots and the generative answers capability from Copilot Studio.
Generative answers require Bing Search. In addition, depending on the availability of back-office services in your region, your Dataverse environment might have to be set up to support cross-region calls. For more information, see Enable copilots and generative AI features.
Note
If the required AI services are already available in your Dataverse region, you don't have to set up support for cross-region calls.
If Bing Search is disabled, or if cross-region data movement is required but is disabled, users won't be able to open the Copilot sidecar, or the Copilot sidecar won't provide answers, depending on the situation.
By default, the tenant-level setting that enables the deployment of Copilot bots in Dataverse environments is enabled. However, a tenant admin can disable this setting. If the setting is disabled, you can't use Copilot features in finance and operations apps.
To check and enable the setting that enables Power Platform to publish copilots that have AI features, follow these steps.
As was previously mentioned, most Copilot features in finance and operations apps require that Power Platform Integration is enabled for your environment. They also require that your environment meets the other requirements that are outlined in this article. For some features, this foundation is all that's needed. However, other features might require additional installations and/or feature management. The following table lists each Copilot feature and provides links to articles that explain how to enable it.
Application | Feature | Required installation and setup |
---|---|---|
All finance and operations apps | Basic Copilot support | There are no additional requirements. |
All finance and operations apps | Generative help and guidance with Copilot | Enable generative help and guidance with Copilot. |
All finance and operations apps | Workflow history summary | Turn on Copilot support for the Workflow history page |
All finance and operations apps | Enhanced user feedback for Copilot and related experiences | Enable enhanced user feedback for Copilot and related experiences |
Dynamics 365 Commerce | Use Copilot in site builder to enrich product detail pages | Enable Copilot in site builder. |
Dynamics 365 Finance | Collections coordinator summary | Enable collections coordinator summary. |
Dynamics 365 Finance | Customer page summary | Enable customer page summary. |
Dynamics 365 Supply Chain Management | AI summaries with Copilot | Enable AI summaries with Copilot. |
Dynamics 365 Supply Chain Management | Analyze demand plans with Copilot | This feature is installed and enabled by default in Demand planning version 1.0.0.1067 and later. |
Dynamics 365 Supply Chain Management | Inquire into inventory with Copilot | This feature is installed and enabled by default in Inventory Visibility version 1.2.2.127 and later. |
Dynamics 365 Supply Chain Management | Review and accept changes to confirmed purchase orders | Enable Copilot support for managing changes to confirmed purchase orders. |
Dynamics 365 Supply Chain Management | Workload insights with Copilot in the Warehouse Management mobile app | Enable Workload insights with Copilot |
For information about the capabilities and limitations of AI-powered Copilot features in finance and operations apps, see Responsible AI FAQs for the Microsoft Dynamics 365 finance and operations platform.
Events
Power BI DataViz World Championships
Feb 14, 4 PM - Mar 31, 4 PM
With 4 chances to enter, you could win a conference package and make it to the LIVE Grand Finale in Las Vegas
Learn moreTraining
Module
Work with Copilot to Enrich Commerce Operations in Dynamics 365 Commerce - Training
Discover how Microsoft Copilot enhances customer experience and streamlines commerce operations using AI-powered capabilities.
Certification
Microsoft Certified: Dynamics 365: Finance and Operations Apps Developer Associate - Certifications
Implement and extend finance and operation apps in Microsoft Dynamics 365.
Documentation
Learn about Copilot capabilities in finance and operations apps and explains how to use them, including an outline on responsible use of AI.
Generative help and guidance with Copilot - Finance & Operations | Dynamics 365
Copilot provides in-app help and guidance that uses the power of generative AI to give contextual support to users. This article provides information about this feature, its prerequisites, and how it works.
Learn about the AI technology that's used in the Microsoft Dynamics 365 finance and operations platform, including considerations and details about how the AI is used.